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Portfolio (Quarterly) Guide ↗

Clear Harbor Asset Management, LLC

· CIK 0001511857
13F Portfolio $1.4B AUM 450 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 156 Added 143 Reduced 51 Exited
Page 4 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK AMERICA CORP Financial Services 38,773.0 $1.9M 0.13% +11K +37.6% $48.75 +7.1%
62 EFA ISHARES TR 19,162.0 $1.9M 0.13% +817.0 +4.5% $97.13 +8.2%
63 VET VERMILION ENERGY INC Energy 132,861.0 $1.8M 0.13% +2K +1.3% $13.74 -13.8%
64 EEMS ISHARES INC 25,899.0 $1.8M 0.12% +3K +13.7% $69.18 +14.2%
65 FBT FIRST TR EXCHANGE-TRADED FD 8,799.0 $1.8M 0.12% +352.0 +4.2% $200.82 +6.1%
66 BMY BRISTOL-MYERS SQUIBB CO Healthcare 29,013.0 $1.8M 0.12% +8K +40.1% $60.65 -4.3%
67 AMD ADVANCED MICRO DEVICES INC Technology 8,618.0 $1.8M 0.12% +2K +22.4% $203.43 +147.7%
68 DIS DISNEY WALT CO Communication Services 17,924.0 $1.7M 0.12% +10K +126.1% $96.39 +7.2%
69 FCX FREEPORT MCMORAN INC Basic Materials 28,456.0 $1.7M 0.12% +536.0 +1.9% $58.78 +9.5%
70 TGEN TECOGEN INC NEW Industrials 650,000.0 $1.7M 0.12% +40K +6.6% $2.56 +136.3%
71 UAL UNITED AIRLS HLDGS INC Industrials 17,843.0 $1.6M 0.11% +250.0 +1.4% $92.07 +15.0%
72 IJH ISHARES TR 23,713.0 $1.6M 0.11% +10K +79.5% $67.53 +10.5%
73 FTAI AVIATION LTD 6,475.0 $1.6M 0.11% +2K +32.8% $245.00
74 TLN TALEN ENERGY CORP Utilities 4,900.0 $1.6M 0.11% +375.0 +8.3% $319.23 +21.9%
75 ADSK AUTODESK INC Technology 6,500.0 $1.6M 0.11% +600.0 +10.2% $239.40 -0.5%
76 OUNZ VANECK MERK GOLD ETF Financial Services 34,530.0 $1.6M 0.11% +745.0 +2.2% $45.05 -3.8%
77 SCHW SCHWAB CHARLES CORP Financial Services 15,876.0 $1.5M 0.10% +265.0 +1.7% $93.98 -4.9%
78 CSCO CISCO SYS INC Technology 18,833.0 $1.5M 0.10% +4K +28.3% $77.59 +52.5%
79 SLG SL GREEN RLTY CORP Real Estate 39,208.0 $1.4M 0.10% +25K +182.7% $36.94 +19.4%
80 DFSV DIMENSIONAL ETF TRUST 39,215.0 $1.4M 0.10% +1K +3.8% $35.04 +7.9%
Page 4 of 8  ·  156 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.3%
Industrials 21.1%
Financial Services 19.7%
Healthcare 9.6%
Communication Services 6.7%
Consumer Cyclical 5.1%
Utilities 4.4%
Energy 3.7%
Basic Materials 2.3%
Consumer Defensive 1.8%